-22.6%
KVYO vs SFM
-37.9%
+15.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.1% | +2.6% | -2.5% |
| 7D | +1.9% | +7.5% | -5.6% | +2.0% |
| 30D | +25.4% | -20.8% | +46.2% | +24.2% |
| 3M | +7.8% | -39.4% | +47.2% | +3.8% |
| 6M | -10.8% | -34.5% | +23.7% | -14.2% |
| YTD | -35.9% | -35.2% | -0.7% | -38.3% |
| 1Y | -22.6% | -35.3% | +12.7% | -25.7% |
| All | -22.6% | -37.9% | +15.3% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SFM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling